INVESCO SHORT TERM TREASURY (TBLL) Institutional Shareholders
INVESCO SHORT TERM TREASURY (TBLL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.88B in TBLL holdings during the latest filing period.
Invesco Ltd. is currently the largest disclosed institutional shareholder of TBLL tracked by InsiderSet, reporting ownership valued at approximately $606.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $607.39M, representing an estimated gain of +0.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed TBLL value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Pnc Financial Services Group, Inc., F/M Investments Llc, and several other long-term asset managers with concentrated positions in INVESCO SHORT TERM TREASURY (TBLL).
This page ranks the largest institutional TBLL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
128
Total Reported Value
$1.88B
Largest Holder
Invesco Ltd.
Largest Position
$606.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.05% | 5,743,619 | $606,353,858 | $607,387,709 | +$1,033,851 | +0.17% | |
| Pnc Financial Services Group, Inc. | 0.09% | 1,539,359 | $162,510,157 | $162,787,214 | +$277,057 | +0.17% | |
| F/M Investments Llc | 5.55% | 1,034,448 | $109,206,675 | $109,392,876 | +$186,201 | +0.17% | |
| Osaic Holdings, Inc. | 0.12% | 1,006,673 | $106,274,202 | $106,455,670 | +$181,468 | +0.17% | |
| Lpl Financial Llc | 0.02% | 700,226 | $73,922,844 | $74,048,900 | +$126,056 | +0.17% | |
| Ubs Group Ag | 0.01% | 677,151 | $71,486,831 | $71,608,718 | +$121,887 | +0.17% | |
| Awm Capital, Llc | 5.24% | 619,959 | $65,449,039 | $65,560,664 | +$111,625 | +0.17% | |
| Morgan Stanley | 0.00% | 582,851 | $61,531,597 | $61,636,493 | +$104,896 | +0.17% | |
| Wells Fargo & Company/Mn | 0.01% | 459,658 | $48,526,054 | $48,608,834 | +$82,780 | +0.17% | |
| Private Advisor Group, Llc | 0.18% | 378,125 | $39,918,650 | $39,986,719 | +$68,069 | +0.17% | |
| Convergence Financial, Llc | 2.87% | 342,489 | $36,156,483 | $36,218,212 | +$61,729 | +0.17% | |
| Composition Wealth, Llc | 0.39% | 317,556 | $33,524,337 | $33,581,547 | +$57,210 | +0.17% | |
| Cpr Investments Inc. | 25.30% | 311,288 | $32,862,624 | $32,918,706 | +$56,082 | +0.17% | |
| Brookstone Capital Management | 0.32% | 305,073 | $32,206,555 | $32,261,470 | +$54,915 | +0.17% | |
| Bank Of America Corp | 0.00% | 243,662 | $25,723,425 | $25,767,257 | +$43,832 | +0.17% | |
| Castle Wealth Management Llc | 7.08% | 226,266 | $23,886,883 | $23,927,630 | +$40,747 | +0.17% | |
| Envestnet Asset Management Inc | 0.01% | 217,619 | $22,974,072 | $23,013,209 | +$39,137 | +0.17% | |
| Commonwealth Equity Services, Llc | 0.03% | 191,023 | $20,166,350 | $20,200,682 | +$34,332 | +0.17% | |
| Dock Street Asset Management Inc | 1.74% | 178,334 | $18,826,731 | $18,858,821 | +$32,090 | +0.17% | |
| Ifg Advisory, Llc | 0.61% | 165,867 | $17,510,596 | $17,540,435 | +$29,839 | +0.17% | |
| First Command Advisory Services, Inc. | 0.09% | 144,257 | $15,229,221 | $15,255,178 | +$25,957 | +0.17% | |
| Ameriprise Financial Inc | 0.00% | 141,855 | $14,975,316 | $15,001,166 | +$25,850 | +0.17% | |
| Clear Retirement Advice Llc | 8.81% | 121,931 | $12,872,257 | $12,894,203 | +$21,946 | +0.17% | |
| Private Advisory Group Llc | 0.68% | 116,391 | $12,287,398 | $12,308,348 | +$20,950 | +0.17% | |
| Goldman Sachs Group Inc | 0.00% | 113,989 | $12,033,819 | $12,054,337 | +$20,518 | +0.17% | |
| Cetera Investment Advisers | 0.01% | 113,055 | $11,935,175 | $11,955,566 | +$20,391 | +0.17% | |
| Mml Investors Services, Llc | 0.02% | 104,724 | $11,055,728 | $11,074,563 | +$18,835 | +0.17% | |
| Wealthcare Advisory Partners Llc | 0.20% | 101,303 | $10,694,532 | $10,712,792 | +$18,260 | +0.17% | |
| One Day In July Llc | 0.74% | 101,235 | $10,687,379 | $10,705,601 | +$18,222 | +0.17% | |
| First Horizon Corp | 0.40% | 98,484 | $10,396,956 | $10,414,683 | +$17,727 | +0.17% | |
| Power Wealth Management Llc | 3.02% | 83,326 | $8,796,744 | $8,811,725 | +$14,981 | +0.17% | |
| Matauro, Llc | 1.09% | 77,897 | $8,223,576 | $8,237,608 | +$14,032 | +0.17% | |
| Quaker Wealth Management, Llc | 2.10% | 68,366 | $7,217,399 | $7,229,705 | +$12,306 | +0.17% | |
| Ameritas Advisory Services, Llc | 0.14% | 66,187 | $6,987,409 | $6,999,275 | +$11,866 | +0.17% | |
| Kraft, Davis & Associates, Llc | 1.33% | 60,144 | $6,353,810 | $6,360,228 | +$6,418 | +0.10% | |
| Old Port Advisors | 1.16% | 55,586 | $5,868,214 | $5,878,220 | +$10,006 | +0.17% | |
| Gotham Asset Management, Llc | 0.01% | 42,102 | $4,444,708 | $4,452,287 | +$7,579 | +0.17% | |
| Brasada Capital Management, Lp | 0.80% | 42,009 | $4,434,890 | $4,442,452 | +$7,562 | +0.17% | |
| Tower Research Capital Llc (Trc) | 0.11% | 41,293 | $4,359,302 | $4,366,735 | +$7,433 | +0.17% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 40,204 | $4,249,567 | $4,251,573 | +$2,006 | +0.05% | |
| Blueprint Investment Partners Llc | 0.35% | 39,989 | $4,221,667 | $4,228,837 | +$7,170 | +0.17% | |
| Kintra Wealth, Llc | 0.22% | 38,956 | $4,119,990 | $4,119,597 | -$393 | -0.01% | |
| Spartan Planning & Wealth Management | 2.54% | 36,084 | $3,809,416 | $3,815,883 | +$6,467 | +0.17% | |
| Edgerock Capital Llc | 0.86% | 35,950 | $3,795,247 | $3,801,713 | +$6,466 | +0.17% | |
| Cary Street Partners Financial Llc | 0.07% | 31,654 | $3,341,713 | $3,347,411 | +$5,698 | +0.17% | |
| Vertex Planning Partners, Llc | 0.49% | 74,960 | $3,276,523 | $7,927,020 | +$4,650,497 | +141.93% | |
| D.A. Davidson & Co. | 0.02% | 28,303 | $2,987,948 | $2,993,042 | +$5,094 | +0.17% | |
| Mariner, Llc | 0.00% | 27,424 | $2,895,139 | $2,900,088 | +$4,949 | +0.17% | |
| Newedge Advisors, Llc | 0.01% | 26,322 | $2,778,814 | $2,783,552 | +$4,738 | +0.17% | |
| Umb Bank, N.A. | 0.03% | 26,170 | $2,762,767 | $2,767,478 | +$4,711 | +0.17% |
Frequently asked questions about TBLL
Who owns the most TBLL stock?
The largest holders of TBLL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO SHORT TERM TREASURY (TBLL).
Is TBLL widely held by superinvestors?
Many widely followed stocks like TBLL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TBLL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.